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Hennessy Advisors Inc’s Universal Health Services UHS Stock Holding History

Hennessy Advisors Inc’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-222,627
Closed -$27.4M – 311
2016
Q3 		$27.4M Buy
+222,627
New +$28.2M 0.78% 43
2014
Q4 		– Sell
-136,600
Closed -$14.3M – 312
2014
Q3 		$14.3M Buy
136,600
+32,400
+31% +$3.44M 0.43% 46
2014
Q2 		$9.98M Buy
104,200
+17,000
+19% +$1.47M 0.31% 65
2014
Q1 		$7.16M Sell
87,200
-1,500
-2% -$121K 0.27% 98
2013
Q4 		$7.21M Hold
88,700
– – 0.29% 92
2013
Q3 		$6.65M Buy
+88,700
New +$6.19M 0.3% 77

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Hennessy Advisors Inc's UHS Position: Q4 2016 in Review

Hennessy Advisors Inc sold out of Universal Health Services (UHS) in Q4 2016, closing a stake of 222,627 shares — an estimated $27.4M sold.

Hennessy Advisors Inc first reported a position in UHS in Q3 2013 and held it in 6 quarters. The position peaked at $27.4M in Q3 2016. 432 funds tracked by Wall St. Rank hold UHS as of Q4 2016.

  • Hennessy Advisors Inc reported no remaining Universal Health Services position as of Q4 2016 after selling out during the quarter.
  • Hennessy Advisors Inc sold 222,627 Universal Health Services shares in Q4 2016, an estimated $27.4M.
  • Hennessy Advisors Inc first reported a position in Universal Health Services in Q3 2013 and held it in 6 quarters.
  • Hennessy Advisors Inc's Universal Health Services position peaked at $27.4M in Q3 2016.
  • 432 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2016.

Based on Hennessy Advisors Inc's 13F filing for Q4 2016, filed 17 Jan 2017.